Diary of a Private Investor: James Bartholomew bought commodity shares early in the expectation of a strong recovery. It is possible that this idea is a bit too early. To be honest, I have already been "too early" with it for some time. The idea is commodity shares. I think their time will come again and perhaps soon.
The FTSE index of mining companies has been falling for almost four years. It has declined by more than 40pc while the FTSE 100 index has risen by 10pc. The miners continued to do worse than other shares right up until the beginning of July. And then? They stopped...............................................Full Article: Source